Investment Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,474
| Closed | -$576K | – | 228 |
|
|
2022
Q3 | $576K | Buy |
+8,474
| New | +$576K | 0.17% | 121 |
|
|
2016
Q4 | – | Sell |
-7,948
| Closed | -$408K | – | 165 |
|
|
2016
Q3 | $408K | Buy |
+7,948
| New | +$408K | 0.23% | 104 |
|
|
2016
Q2 | – | Sell |
-8,012
| Closed | -$375K | – | 155 |
|
|
2016
Q1 | $375K | Buy |
+8,012
| New | +$375K | 0.24% | 99 |
|